2023 Form 5500 filing — United Collective 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724144819NAL0013190273001) for United Collective 401(K) Plan, reported by Gallegos United under EIN 33-0980953 and plan number 002. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724144819NAL0013190273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gallegos United
- EIN
- 33-0980953
- Plan number
- 002
- Location
- Huntington Beach, CA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,184,489
- Total liabilities (EOY)
- $1,856
- Net assets (EOY)
- $7,182,633
- Employer contributions
- $145,732
- Participant contributions
- $488,573
- Total income / additions
- $1,738,371
- Benefits paid
- $1,409,185
- Administrative expenses
- $51,391
- Total expenses
- $1,460,576
- Net increase / (decrease)
- $277,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $32,931 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $19,755 | $0 |
| Eidebailly Llp | AUDITOR | $19,100 | not reported in the loaded dataset |
| Actuaries Unlimited Inc. | CONTRACT ADMIN | $13,175 | not reported in the loaded dataset |